Industry News

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NEWS RETIREMENT PLANNING APR 01, 2014
Get set for 21st-century retirement

Longer lives and additional time in the labor force have shifted views on asset allocation

By Brian Jacobsen and Wayne Badorf
NEWS ALTERNATIVES APR 01, 2014
Schorsch's stock rising

Shares of company nontraded REIT czar is using to build a B-D empire have more than doubled since beginning of December .

By Bruce Kelly
NEWS RETIREMENT PLANNING MAR 31, 2014
Retirement plan diversification improving, women take the lead

Wells Fargo report says few men or women are contributing recommended 10% to their 401(k)

By CODONNELL
NEWS INDUSTRY NEWS MAR 31, 2014
Why alts make sense now

High equity prices, low bond yields and geopolitical risk are all leading to new popularity for this once-shunned allocation. Find out how more portfolio strategists are moving away from the traditional 60/40 split.

By Gregory Crawford
NEWS RETIREMENT PLANNING MAR 31, 2014
Is retirement dead?

Reports of the death of your retirement have been greatly exaggerated

By Mike West
NEWS EQUITIES MAR 31, 2014
When the White House starts giving investment advice, we're all in trouble

Investors wisely ignore calls to short or sell Russian stocks

By Jeff Benjamin
How to interpret Social Security benefit statements
NEWS RETIREMENT PLANNING MAR 31, 2014
How to interpret Social Security benefit statements

Public sector workers' payments may be reduced.

By Mary Beth Franklin
NEWS PRACTICE MANAGEMENT MAR 31, 2014
Wells Fargo Advisors' head Mary Mack fills out her cabinet

Bob Vorlop and Joe Nadreau have been tapped to fill new executive roles focused on expanding the firm's technology platform and products

By Mason Braswell
NEWS RETIREMENT PLANNING MAR 31, 2014
Anticipate the challenges of aging in place

As the population of seniors grows and life expectancies continue to increase, research shows that most people would prefer to live in their own homes as they age. Working with The Center for Innovative Care in Aging at the Johns Hopkins University School of Nursing, we identified key issues to address as you help your clients consider the realities of aging in place.

By Bloomberg
NEWS RETIREMENT PLANNING MAR 31, 2014
Mary Beth Franklin: Budget raises questions about fate of claiming strategies

Unclear if and when proposed change might take effect, still more vague about what strategies would be affected.

By Mary Beth Franklin
NEWS WIREHOUSES MAR 30, 2014
Recoupment of trainee fees impairs industry's growth

Brokerage firms that pursue reimbursement of training costs from employees who leave are out of step with today's workforce

By MFXFeeder
NEWS RETIREMENT PLANNING MAR 30, 2014
Even the affluent are delaying retirement

As baby boomers continue to reel from the recession, even the affluent admit that saving for retirement is a struggle.

By CODONNELL
NEWS RETIREMENT PLANNING MAR 30, 2014
Supreme Court signals interest in 401(k) plan fiduciary case

Justices seek DOL comment on case involving share classes offered to plan participants.

By Hazel Bradford
NEWS EQUITIES MAR 29, 2014
Until the economy springs forward, just keep blaming the weather

<i>Breakfast with Benjamin:</i> It's the weather. Repeat. Plus: Congress sticks with its attack on mortgage interest deductions, high-speed traders and you, investing in stock splits, and here's how much you should have saved for retirement.

By Jeff Benjamin
NEWS EQUITIES MAR 28, 2014
Russia and the energy-stock short-sale question

<i>Breakfast with Benjamin:</i> Is it time to short energy stocks, given the Russian rabble rousing? Plus: Gold's reaction to Fed chief Yellen, Candy Crush IPO's dizzy math, how to retire with $1M, and at tax time, age counts (the younger, the better).

By Jeff Benjamin
NEWS INDUSTRY NEWS MAR 28, 2014
Emerging markets stocks: Volatility, yes, but dividends too

Worth the risk? Publicly traded companies in these areas delivered the fastest growth in dividend payouts of any region last year

By Trevor Hunnicutt
NEWS BROKER DEALERS MAR 28, 2014
Finra's BrokerCheck comes under fire

Database omits bankruptcies, tax liens, and other vital information, lawyers group claims

By Mark Schoeff Jr.
NEWS RETIREMENT PLANNING MAR 28, 2014
Asset allocation for 21st century retirement

A new retirement planning model for your clients must combine Social Security, retirement savings and an element of employment-based income.

By Wayne Badorf and Brian Jacobsen
NEWS RETIREMENT PLANNING MAR 28, 2014
Financial literacy begins at the office

Increased need for advice presents opportunities for advisers.

By Mary Beth Franklin
NEWS RETIREMENT PLANNING MAR 28, 2014
Think before changing health plan, advisers warn business owners

Warning: The Affordable Care Act not only spawned insurance exchanges for individuals, which went into effect earlier this month, but it also set new standards for small businesses.

By Darla Mercado